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Building 2BROOKWOOD INVESTMENT GROUP

Map pinPHOENIX, AZ
Phone4803514740
NotebookSEC #801-122508
Total AUM
$1.3B
Employees
24
Clients
3,506

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3930 E. RAY ROAD
SUITE 155
PHOENIX
AZ 85044
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
4803514740
Other Offices
5

ReceiptFinancials

Total AUM
$1.3B
Accounts
7,129
Discretionary
$1.2B
Accounts
7,034
Non-Discretionary
$17.4M
Accounts
95

ContactClients

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Individual Clients
3,290
AUM
$791.6M
HNW Individual Clients
210
AUM
$460.3M
Charitable Organization Clients
1
AUM
$57.4K
Corporation or Business Clients
5
AUM
$365.1K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMTNCNENHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWI

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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